News & Press

Akeiva Ellis, MSFP, CPA/PFS, CFP®, ChSNC®, receives the Financial Planning Rising Star award

Akeiva Ellis, Ballentine Partners’ Financial Education Specialist, was selected as a recipient of the Financial Planning Rising Star award. This award celebrates early-career financial planners who are advancing the industry through their accomplishments, contributions, and service to the community of advisors and clients nationwide.

Akeiva received this recognition for her dedication to closing the racial wealth gap and making sure financial literacy is an inclusive endeavor.

To learn more about Akeiva Ellis, click here.

To learn more about Financial Planning Rising Star award, click here.

Award Criteria:

  • Nominations were reviewed by Financial Planning, as a team, based on a comprehensive criteria focusing on planning professionals with no more than five years of experience in the industry, Including young RIA professionals and career changers
  • Professionals who are advancing the industry through their accomplishments, contributions, and service to the community of advisors and clients nationwide
  • 10 winners were selected out of 50 professionals nominated
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